FGV - Fundação Getulio Vargas

Federal University of Rio Grande do Sul

Management & Strategy, CFO, Restructuring, Business Development, M&A.

Represent the organization with financial institutions and government agencies. Cooperate with the Advisory Board and Board of Directors in attracting new members and partners Propose and prepare, together with the Board of Directors, the institution's work program and budget.
Ensure the perfect fulfillment of the agreements and partnerships established by the organization and guarantee the quality and perfect implementation of educational programs and activities in educational institutions, companies, civil entities or other partners.

JA São Paulo

President of the Board of Directors

Structure and propose the business plan and corporate strategy.
Manage and control financial, accounting, legal, HR and technology areas.
Coordinate, restructure and motivate staff in those areas.
Analyze new business opportunities, including partnerships and mergers and acquisitions.
Supervise and approve the hiring of systems (operational and technology). 
Approve and monitor contracts and services provided by suppliers. 
Review the operation, setup, parameters and new developments in the ERP system.
Structure and propose new systems and new routines to control financial and managerial operations.
Review and suggest corporate governance policies, rules and procedures.
Interact and coordinate actions with the external audit.
Review the financial and tax statements for previous years.
Supervise and propose structures and conditions to negotiate the tax debts.
Oversee the preparation of new financial statements and operational reports.
Develop and coordinate banking operations and relationships.
Renegotiate debts with financial institutions, suppliers and partners.

Syntagma Partners

CFO (Interim Position) - Passarela Modas

Manage and control financial, accounting, legal and HR areas.
Coordinate, structure and motivate staff in those areas.
Analyze new business opportunities, including partnerships and mergers and acquisitions.
Evaluate the hiring of systems (including ERP) and service providers.
Structure and propose systems and routines to control financial and managerial operations.
Develop and propose corporate governance policies, rules and procedures.
Oversee the preparation of new financial statements and operational reports.
Develop and coordinate banking operations and relationships.

Head of Finance (Interim Position) - Vai Tecnologia

Structure and propose the business plan and corporate strategy. 
Develop and control the company’s annual operating budget. 
Manage and control financial, accounting, legal, HR and technology areas. 
Coordinate, restructure and motivate staff in those areas. 
Analyze new business opportunities, including proposals for new customers, partnerships and mergers and acquisitions. 
Supervise and approve the hiring of systems (operational and technology). 
Approve and monitor contracts and services provided by suppliers. 
Structure and propose new systems and new routines to control financial and managerial operations. 
Review the financial and tax statements for previous years. 
Oversee the preparation of company's financial statements and operational reports. 
Supervise and propose structures and conditions to adjust the tax debts. 
Develop and coordinate banking operations and relationships. 
Renegotiate all debts with financial institutions, suppliers and partners.

CFO (Interim Position) - Editora Tudo em Transporte

Review and propose adjustments to the business plan.
Manage and control the areas of finance, accounting, legal, HR and technology.
Coordinate, restructure and motivate the teams of employees in these areas.
Analyze new business opportunities, including proposals for new customers.
Review and propose corporate governance policies, rules and procedures.
Evaluate and monitor the hiring and the results of services and systems providers.
Coordinate and propose a technology investment plan focused on update and efficiency.
Review the financial and tax statements for previous years.
Propose structures and conditions to adjust the tax debts.
Supervise the preparation of new financial statements and operational reports.
Develop and coordinate banking operations and relationships.
Renegotiate all debts with financial institutions, suppliers and partners.

CFO (Interim Position) - Fischer América Comunicação Total

Structure and propose the business plan and corporate strategy.
Coordinate and control the execution of the business plan throughout the company.
Manage and control the areas of finance, accounting, legal, HR and technology.
Coordinate and restructure the teams of employees in these areas.
Analyze new business opportunities, including proposals for large customers, partnerships and mergers and acquisitions.
Prepare presentation (Information Memorandum) to guide and support mergers and acquisitions discussions.
Negotiate with the union the dismissal of approximately 40% of the workforce.
Propose activities and supervise the execution of motivational actions for all employees due to the impact of layoffs.
Supervise and approve the acquisitions of systems (operational and technology) and hiring of service providers.
Evaluate, define and supervise the implementation of the new ERP system.
Structure and propose new systems and new routines to control all financial and managerial operations.
Review and suggest corporate governance policies, rules and procedures.
Review the financial and tax statements for previous years.
Supervise the preparation of new financial statements and operational reports.
Supervise and propose structures and conditions to adjust tax debts.
Develop and coordinate banking operations and relationships.
Renegotiate debts with suppliers and partners.

CFO (Interim Position) - Grupo Pão de Batata & Cia

Structure and propose a new business plan to make the commitments assumed in the Judicial Recovery plan feasible.
Manage and control the areas of finance, accounting, HR and technology.
Coordinate, restructure and motivate the teams of employees in these areas.
Control and report to the judicial administrator and the creditors' committee the execution of operational, administrative and financial activities.
Analyze new business opportunities, including proposals for large customers, partnerships and mergers and acquisitions.
Prepare presentation (Information Memorandum) to guide and support mergers and acquisitions discussions.
Interact and proactively coordinate actions with auditing and consulting companies.
Review and suggest corporate governance policies, rules and procedures.
Structure and propose new systems and new routines to control financial and administrative operations.
Review the financial and tax statements for previous years.
Supervise the preparation of new financial statements and operational reports.
Coordinate legal approval (Sefaz and Receita) and negotiate the sale of tax credits.
Develop and coordinate banking operations and relationships.
Propose new payment structures to creditors.

CFO (Interim Position) - IFC International Food Company (Chapter 11 - Judicial Recovery)

Debate and approve the association's strategic goals and actions, as well as the budget proposal, the annual planning and some projects / programs proposed by the management team.
The Board members also assist on commercial activities and special projects.
I also accumulate the activities of expenses' approval, cash management and support in some managerial activities.

Member of the Board of Directors

Consulting firm focused on developing businesses' strategies and restructuring operations, structuring and implementing management projects and mergers and acquisitions advisory.

Founder and Managing Partner

Assist the retail bank CEO in his daily management activities.
Coordinate the preparation of the annual and pluri-annual strategic and budget plans.
Assist the CEO and areas' executives in the definition of new operational strategies and special projects.
Oversee the implementation of strategic initiatives, from development to successful execution, interacting with areas' executives (eg, Citicard / Citifinancial / Citiinsurance / Citibusiness / Branch Network).
Assist and communicate with areas'executives in decision-making, managing programs and implementing initiatives.
Evaluate and coordinate actions to improve processes, procedures and organizational structure in order to optimize efficiency and productivity.
Serving as a liaison between employees, executives and the CEO, regarding the company's climate, employee well-being, projects updates, proposals and planning.
Supervise daily operations through collaboration with areas' executives and department heads, performing various administrative tasks, from calendar management, planning activities, coordination of corporate meetings and expenses/investments' approval.
Consolidate and report to CEO the results of bank's strategies, projects and operations implementation.
Build and develop relationships with all employees to increase efficiency and responsiveness in existing operations.
Supervise and monitor projects involving different areas of the bank and Citigroup business units in Brazil and worldwide to the development of new products and systems.

Citi

Strategy and Business Development Director / Chief of Staff - Global Consumer Bank

Make analysis and reports on the financial market and institutions in Latin America.
Assist businesses' units leaders in Latin America in their analysis of markets and competitors in order to evaluate, search and define strategies and M&A opportunities.
Pro-actively act on in all stages of M&A processes, including the development of business models.
Monitor, consolidate and report all information and results during the M&A transactions, including Due Diligence processes.

Latin America Strategy and M&A Associate

Assist the CEO of the wholesale bank in his management activities.
Consolidate and coordinate the preparation of the annual and pluri-annual strategic plan and budget.
Consolidate and report to the CEO the results of bank's strategies, projects and operations implementation.
Supervise the implementation of strategic initiatives, from development to successful execution, interacting with executives and department heads.
Supervise daily operations through collaboration with executives and department heads, performing a serie of administrative tasks, coordinating corporate meetings, approving expenses, payments and investments.
Evaluate and coordinate actions to improve processes, procedures and organizational structure in order to optimize efficiency and productivity.
Supervise, coordinate and monitor the results of projects envolving different areas to the development of new systems and new products.
Act in national and international internal auditing processes.
Review, update and adapt the rules and procedures to contract services providers, systems and to approve purchases, expenses and payments.

Global Corporate & Investment Bank Planning Manager / Chief of Staff

Coordinate the preparation of the strategic planning and annual budget.
Monitor, analyze and report Banque Privée results to the vice president.
Coordinate and motivate the team.
Structure and implement new clients' acquisition actions
Support the development of commercial areas and trading desks.

Banco CCF Brasil S.A.

Banque Privée Commercial Development Manager

Coordinate and motivate traders and portfolio managers.
Adapt and develop financial products.
Develop a new variable compensation system.
Manage clients' portfolios and transaction activities at the trading desk.
Monitor, evaluate and report the results.

Fernando Bertuol Junior